HNW Estate Planning Lawyer

niche recruitment

Toronto, OH

Job Description
Job Description
Partner with IA's to provide Estate consulting services for HNW clients with $1M+ investable assets, avg $4-5M with large complex client referrals as well.
Create comprehensive summary letters
Providing reviews and feedback on estate plans and related tax rules and planning opportunities including insurance strategies.
Stay up to date on current legislation

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Vacancy posted 10 days ago

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